ARM (NASDAQ:ARM) Price Target Raised to $240.00

ARM (NASDAQ:ARM) had its price objective raised by Guggenheim from $201.00 to $240.00 in a research report report published on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the stock.

ARM has been the subject of a number of other reports. The Goldman Sachs Group cut ARM from a “neutral” rating to a “sell” rating and dropped their price target for the company from $160.00 to $120.00 in a report on Monday, December 15th. Citigroup cut ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. KeyCorp reiterated an “overweight” rating on shares of ARM in a research report on Thursday, February 5th. Raymond James Financial upgraded shares of ARM from a “market perform” rating to an “outperform” rating and set a $166.00 target price on the stock in a research report on Wednesday. Finally, Rosenblatt Securities lowered their price target on shares of ARM from $180.00 to $175.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Nineteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $168.17.

ARM Price Performance

ARM stock opened at $144.13 on Wednesday. The firm has a market capitalization of $152.27 billion, a P/E ratio of 192.17, a P/E/G ratio of 9.78 and a beta of 4.11. The stock has a fifty day moving average price of $122.48 and a two-hundred day moving average price of $134.35. ARM has a 52-week low of $80.00 and a 52-week high of $183.16.

ARM (NASDAQ:ARM) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.02. The firm had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The firm’s quarterly revenue was up 26.3% on a year-over-year basis. During the same period last year, the firm posted $0.39 EPS. On average, equities research analysts predict that ARM will post 0.9 EPS for the current fiscal year.

Insider Transactions at ARM

In other news, CFO Jason Child sold 21,280 shares of ARM stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total transaction of $3,157,313.60. Following the completion of the sale, the chief financial officer owned 174,706 shares of the company’s stock, valued at approximately $25,921,129.22. This trade represents a 10.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Rene A. Haas sold 23,867 shares of the business’s stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the completion of the sale, the chief executive officer directly owned 290,965 shares of the company’s stock, valued at approximately $46,894,829.05. The trade was a 7.58% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 53,133 shares of company stock worth $8,288,586.

Institutional Trading of ARM

Several large investors have recently modified their holdings of ARM. Amundi raised its stake in ARM by 24.8% during the first quarter. Amundi now owns 11,804 shares of the company’s stock worth $1,153,000 after acquiring an additional 2,345 shares in the last quarter. Empowered Funds LLC grew its position in ARM by 28.8% during the 1st quarter. Empowered Funds LLC now owns 4,887 shares of the company’s stock worth $522,000 after acquiring an additional 1,094 shares during the last quarter. Schnieders Capital Management LLC. grew its position in ARM by 9.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock worth $393,000 after acquiring an additional 200 shares during the last quarter. Geode Capital Management LLC increased its holdings in ARM by 3.0% in the 2nd quarter. Geode Capital Management LLC now owns 113,335 shares of the company’s stock worth $18,331,000 after purchasing an additional 3,317 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of ARM by 21.4% during the second quarter. Legal & General Group Plc now owns 195,973 shares of the company’s stock worth $31,692,000 after purchasing an additional 34,492 shares during the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled an in-house AGI/data‑center CPU and said it could add roughly $15 billion in annual revenue within a few years, plus Meta is positioned as an early customer — a major new revenue pathway beyond licensing. Arm Holdings Stock Soars As Company Targets $15 Billion In Annual Sales From New In-House Chip
• Positive Sentiment: A cluster of analyst upgrades and price‑target raises (Needham, Wells Fargo, Deutsche Bank, Rosenblatt, Barclays and others) has lifted sentiment and institutional interest, supporting higher forward expectations. Arm’s stock nabs another upgrade. It’s never been this loved by analysts.
• Positive Sentiment: Unusually large call‑option volume signals speculative bullish positioning from traders, which can amplify near‑term upside on positive headlines. Stock Traders Purchase Large Volume of Call Options on ARM (NASDAQ:ARM)
• Neutral Sentiment: Trading volume jumped on the analyst news/upgrade flow, suggesting active repositioning by funds and retail investors — volume confirms conviction but can also precede profit‑taking. ARM (NASDAQ:ARM) Sees Strong Trading Volume on Analyst Upgrade
• Neutral Sentiment: Technical metrics improved (Relative Strength rating jumped), which reflects momentum but also increases the chance of short‑term mean reversion. Arm Holdings Stock Sees Relative Strength Rating Jump To 87
• Negative Sentiment: Mainstream press and analysts warn the pivot from IP licensor to chip seller must go nearly perfectly — execution, customer wins beyond Meta and competitive intensity are material risks that could damp long‑term upside. Arm’s Timing Is Good, but Big Chip Move Now Has to Go Perfectly
• Negative Sentiment: Sentiment/technicals show the stock entered overbought territory and the shares now carry a rich valuation, so profit‑taking and a pullback were predictable after the sharp run. Arm Stock Just Entered Overbought Territory. Is It Too Late to Chase the Rally Here?

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.